Frequently asked questions
From your first form to your next plan, find the answers you need.
Getting started
What is Contactly?
Contactly is an AI form builder and customer enquiry inbox for Shopify stores. Create storefront forms, personalize reply emails, and manage submissions with replies, internal notes, and status tracking.
How can my form appear on the storefront?
Choose an inline form, a popup, or a slide-out. Popup and slide-out forms open from a button whose label you can customize in the theme editor. Slide-outs can open from the left or right side.
Forms and reply emails
Can I create a form with AI?
Yes. Describe the form you need and AI will suggest an editable draft. Review its name, fields, and answer options before creating and publishing it. You can also add fields manually.
Can I preview changes before publishing?
Yes. Preview your form while editing. Changes to a published form stay in the draft until you publish them, so you can review your edits before visitors see them.
Can Contactly send an automatic acknowledgement?
Yes. Each form can have a reply-email template with its own subject, body, and footer. Write it yourself or use AI to draft it, then review, save, and enable it. Contactly sends that saved template for eligible submissions; it does not send automatic acknowledgements to submissions flagged as spam.
How do I personalize a reply email?
Insert the field tags shown in the reply-email editor to include submitted values such as the customer's name. Check the live preview, ask AI for quality feedback, and send a test email before enabling the template.
Plans and billing
How many forms can I create on each plan?
Free includes 2 forms, Starter includes 5 forms, and Pro and Plus include unlimited forms. Every plan includes AI reply drafting, submission analytics, CSV export, and spam filtering.
Are submissions and inbox access unlimited?
Yes. All four plans include unlimited submissions and inbox access. Plan limits apply to the number of forms and the monthly AI credit allowance.
What are AI credits?
AI credits are used when you generate a form draft, draft a reply-email template, or ask AI to check an email's quality. Different operations can use different amounts of credits.
How many AI credits do I get, and when do they reset?
Free includes 25 AI credits/month; Starter includes 200 AI credits/month; Pro includes 1,500 AI credits/month; Plus includes 6,000 AI credits/month. Credits renew at the beginning of each calendar month in UTC. Unused monthly credits do not roll over.
Is spam filtering included on the Free plan?
Yes. Every plan includes spam filtering, including Free. Suspicious submissions are stored and marked for review, and you can mark them as spam or not spam from the inbox.
How does billing work?
Paid plans are charged in USD through Shopify on a recurring 30-day billing cycle. Open the Plan page inside Contactly to choose a plan or manage your subscription. Shopify asks you to approve a new paid subscription before it becomes active.
Can I export my submissions?
Yes. CSV export is included on every plan. You can export submissions using the inbox's search, form, and spam filters. Each export contains up to 5,000 submissions, so narrow the filters for larger lists. Export any data you need before uninstalling the app.
Setup and support
The form isn't showing on my storefront
Check that the form is published, the Contactly Forms app embed is enabled, and a Contact form block has been added in your theme editor with the correct form ID. For popup and slide-out forms, use the block's trigger button to open the form.
Where can I find the setup guide?
Open Contactly from your Shopify admin and go to the Setup guide. It walks you through enabling the app embed and adding a Contact form block to your storefront.
What happens if a reply email fails to send?
Your reply remains saved in the enquiry thread with a failed delivery status. Use the retry action in that thread to try sending it again.
Privacy and more help
Are internal notes emailed to the customer?
No. Internal notes stay in Contactly. Use the reply tab when you want to send an email to the customer.
How can I request customer data or redaction?
Contactly supports Shopify's customer data-request and redaction workflows. Merchants can also request a customer data export from the app's Privacy settings. Read the Policy page for details or contact our team with your request.
How can I contact the Contactly team?
Email [email protected] with your question or visit our Support page for help.
Still need a hand?
Our team can help with setup, billing, and questions about Contactly.